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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

601 hedge funds and large institutions have $4.61B invested in iShares Short-Term National Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 247 increasing their positions, 138 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
+81
Holders Change %
+15.58%
% of All Funds
9.28%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.36%
New
119
Increased
247
Reduced
138
Closed
26
Calls
$126K
Puts
–
Net Calls
+$126K
Net Calls Change
+$126K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$86.4M
2
TCBWMS
Texas Capital Bank Wealth Management Services
Texas
+$63.2M
3
Morgan Stanley
Morgan Stanley
New York
+$47.2M
4
EAM
Eagle Asset Management
Florida
+$45.6M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$44.8M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
-$23.4M
2
UBS Group
UBS Group
Switzerland
-$21.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$19.7M
4
MMA
Miracle Mile Advisors
California
-$16.3M
5
Jane Street
Jane Street
New York
-$9.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBL
251
Sargent Bickham Lagudis
Colorado
$1.27M – – –
HIF
252
Hill Island Financial
Michigan
$1.27M +$1.27M +11,790 New
MA
253
McBroom & Associates
Nevada
$1.25M +$1.25M +11,638 New
FSG
254
Financial Strategies Group
Michigan
$1.25M +$72.6K +676 +6%
FAT
255
First American Trust
California
$1.24M +$642K +5,981 +108%
BFG
256
Beacon Financial Group
Texas
$1.23M – – –
FAFN
257
First Affirmative Financial Network
Colorado
$1.23M -$25.1K -234 -2%
WTC
258
WhitTier Trust Company
Nevada
$1.23M -$14.8K -138 -1%
RWP
259
Revolve Wealth Partners
New Jersey
$1.23M +$1.23M +11,410 New
OPWM
260
Oakwell Private Wealth Management
Texas
$1.21M +$132K +1,227 +12%
EC
261
Elequin Capital
New York
$1.2M +$1.2M +11,163 New
CA
262
CoreCap Advisors
Michigan
$1.2M +$1.2M +11,169 New
MWM
263
McNaughton Wealth Management
California
$1.16M +$310K +2,897 +37%
LG
264
LaFleur & Godfrey
Michigan
$1.15M -$17.7K -165 -2%
AWAG
265
ARS Wealth Advisors Group
Florida
$1.15M – – –
Kovitz Investment Group Partners
266
Kovitz Investment Group Partners
Illinois
$1.14M +$161K +1,490 +16%
SWA
267
Stratos Wealth Advisors
Ohio
$1.14M +$368K +3,432 +48%
IA
268
IFG Advisory
Georgia
$1.12M -$129K -1,206 -10%
CAG
269
Compass Advisory Group
New York
$1.12M -$52.3K -487 -4%
Baird Financial Group
270
Baird Financial Group
Wisconsin
$1.11M +$210K +1,954 +23%
GPA
271
Guidance Point Advisors
Massachusetts
$1.11M +$163K +1,514 +17%
CWM
272
Cahaba Wealth Management
Georgia
$1.1M -$173K -1,612 -14%
HTC
273
Haverford Trust Company
Pennsylvania
$1.1M -$262K -2,444 -19%
SFS
274
Sowell Financial Services
Arkansas
$1.09M +$1.09M +10,175 New
SSW
275
Stone Summit Wealth
Florida
$1.06M +$1.06M +9,854 New
9 10
11
12 13